Our Team

CPA, PFS

As a wealth advisor with more than 35 years of experience, Mr. Di Gesu's expertise lies in providing integrated wealth management, including comprehensive personal financial planning, tax strategies and investment allocation and management to C-level and senior corporate executives, middle level managers, owners of closely held businesses, their employees, professionals, families of intergenerational wealth, retirees and their family members. He assists people in achieving their personal goals and making financial life decisions, including their financial independence, wealth accumulation, wealth distribution and wealth transfer. As a father to a daughter with disabilities and special needs, he has a passion to provide special needs planning for families with special needs. He helps these families plan for the future of their child with special needs with in-depth planning for both the child and the family. He excels at providing advice to members of a company's senior management by reviewing and analyzing their compensation and benefit plans, including pension and deferred compensation plan. He performs equity compensation planning for executive's stock performance and restricted stock plans and makes recommendations for stock option exercising, planning, tax consequences and investment strategies. In addition, he will establish a 10b5-1 plan for a senior executive when necessary. Mr. Di Gesu has been practicing in the personal financial planning field since 1987. Having spent nearly 25 years with the international firms of Deloitte & Touche and KPMG and the Bank of New York Mellon, where he provided personal tax and financial planning services to C-level senior executives of multinational corporations and small businesses and private bank clients. During his time with these organizations, he directed numerous financial planning engagements for senior management, including Fortune 500 companies, investment banks, multi national and regional banks, major law firms and several companies engaged in multi-billion dollar mergers. He assisted the firm's lead partners by providing the PFP program to over 80 senior level international executives of a Fortune 100 financial services company. Conducted several corporate tax and planning programs for as many as 35 executives and partners. In addition, he provided transitional counseling services to corporate executives, during one-to-one planning sessions. Mr. Di Gesu directed the development, execution and implementation of a corporate executive financial planning program for the senior executive management team of a major financial institution involved in a multi-billion dollar merger. During his career he has presented seminars on the various topics of personal tax and financial and investment planning to individuals, senior level executives and professional firms and employees of major corporations and small businesses. Mr. Di Gesu has authored numerous technical articles for professional publications in the tax and personal financial planning fields. He has appeared on network television as a guest consultant on personal tax and financial topics, including CNBC's Morning Business News, CNN Headline News, CBS Evening News and FOX Network.